Our Team

My financial career really began at age 18 when my grandmother passed away suddenly. She had organized and pre-paid for her own funeral, which surprised me because our Latin culture usually avoids estate planning because no one likes talking about death. My grandmother’s proactive planning was a tremendous gift to our family – it saved us from making stressful decisions in our time of grief. This sparked my love for financial planning, which was her valuable legacy to me. To this day, I like to plan ahead to face difficult decisions before crisis strikes and embrace my grandmother’s values of discipline, honesty, courage and wisdom.

I started university in the Dominican Republic at age 15, finishing by age 20. At a very young age, I worked at the Cibao Association Savings and Loans Bank (Asociacion Cibao de Ahorros y Prestamos). The bank trained me to become a Branch Manager. After managing deposits and the banking division and nurturing relationships with affluent clients, I was promoted to Vice President of the main branch and also had other branches reporting to me. This experience gave me a deep understanding of banking and bespoke private banking.

While earning my Master of Strategy and Bachelor of Business Administration degrees from Pontificia Universidad Católica Madre y Maestra (Mother and Teacher Pontifical Catholic University), I moved to a support role at the bank, building policies and procedures. I moved to Canada and worked with RBC as a Financial Planner and Relationship Manager for more than 14 years before joining BMO Private Wealth in 2022. I respect the way this bank very closely integrates wealth planning with investing, which really are two sides of the wealth coin. I hold the Certified Financial Planner (CFP®) designation and a strong technical background.

My personal priority is spending time with my wife Elba and our children Ethan and Camilla. I also love mountain biking with my son, playing baseball, following the Formula 1 races, and pursuing my passion for cars.

Cheryl Cadieux manages my team's administration and is an invaluable resource for supporting our clients and keeping our practice in good order. She opens and updates accounts, performs trade execution, takes orders and handles cheques, EFTs, and account queries. Before joining BMO Private Wealth, Cheryl began her career at C.M. Oliver Financial Corporation and has also worked with Macquarie Private Wealth, HSBC, Jennings Capital and Leede Financial Markets.

Cheryl has worked in the investment industry since 1997 and has completed the Canadian Securities Course and the Conduct and Practices Handbook Course with the Canadian Securities Institute.

In her personal time, Cheryl pursues her love of travel, photography and reading.